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Brandon Baker

Apollon Wealth Management, LLC

Richmond, VA

CRD 7660970

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Employer firm

Apollon Wealth Management, LLC CRD 291902

$11.6B regulatory AUM 197 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Apollon Wealth Management, Llc

111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-04-09
  • VA RA
    APPROVED
    Since 2025-04-09

Branch Locations

Richmond, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Choreo, Llc Virginia Beach VA 06/2023 Present
Cary Street Partners Charlottesville VA 11/2022 06/2023
Unemployed Richmond VA 07/2021 11/2022
Lubing, Gregory, And Rectanus Jackson WY 05/2021 07/2021
Syracuse/University Of Richmond Richmond VA 08/2018 05/2021
Unemployed Oakton VA 06/2018 08/2018
Fairfax County Public Schools Fairfax VA 11/2017 06/2018
Unemployed Oakton VA 04/2017 11/2017
Trout Unlimited Arlington VA 12/2016 04/2017
Adecco Staffing Sterling VA 08/2016 11/2016
  • 06/2023 → Present
    Choreo, Llc
    Virginia Beach, VA
  • 11/2022 → 06/2023
    Cary Street Partners
    Charlottesville, VA
  • 07/2021 → 11/2022
    Unemployed
    Richmond, VA
  • 05/2021 → 07/2021
    Lubing, Gregory, And Rectanus
    Jackson, WY
  • 08/2018 → 05/2021
    Syracuse/University Of Richmond
    Richmond, VA
  • 06/2018 → 08/2018
    Unemployed
    Oakton, VA
  • 11/2017 → 06/2018
    Fairfax County Public Schools
    Fairfax, VA
  • 04/2017 → 11/2017
    Unemployed
    Oakton, VA
  • 12/2016 → 04/2017
    Trout Unlimited
    Arlington, VA
  • 08/2016 → 11/2016
    Adecco Staffing
    Sterling, VA
Previous Registrations
  • 2024-02-17 → 2025-03-04
    Choreo, Llc
    Virginia Beach, VA
    Rockford, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-17
  • S65 Uniform Investment Adviser Law Examination
    2024-02-17

View on SEC IAPD

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